Best Investors
Account
Sign in
880 Carillon Parkway, Saint Petersburg, FL 33716 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-01-20 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James & Associates, Inc. | Temple | TX | 07/2002 | 01/2021 |
| Raymond James Financial Services, Inc. | Temple | TX | 01/2021 | Present |
| Raymond James Financial Services Advisors, Inc. | Temple | TX | 01/2021 | Present |
(1)Name of Business: Lion Street Private Client Group Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Non-variable Insurance Position/Title: Agent Investment Related: Yes Start Date: 03/23/2022 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: LIRP Insurance Sales (2)Name of Business: Oak Crest Advisors Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Support Company - Non Owner Position/Title: Independent Contractor Investment Related: No Start Date: 02/15/2021 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor (3)Name of Business: The Coffman Financial Group,LLC Address: 16 East Avenue A Ste 203B, Temple, TX, 76501, United States Activity Type: Support Company - Owner Position/Title: Officer - President Investment Related: No Start Date: 02/15/2021 Hours per month devoted to this business: 41-80 Hours per month devoted to this business during trading hours: 41+ Description of duties: Financial Advisor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-13 |
Reach out to this advisor